-16.3%
SOUN vs LULU
-73.0%
+56.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.2% | -1.6% |
| 7D | -6.8% | -20.4% | +13.6% | +3.5% |
| 30D | -15.2% | -22.9% | +7.6% | -4.6% |
| 3M | -7.0% | -18.5% | +11.6% | +1.2% |
| 6M | -20.5% | -41.8% | +21.3% | +2.9% |
| YTD | -37.0% | -53.4% | +16.4% | -8.3% |
| 1Y | -55.3% | -40.9% | -14.4% | -43.6% |
| 3Y | +173.0% | -75.6% | +248.6% | +455.1% |
| All | -16.3% | -73.0% | +56.8% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling